Sowell Financial Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
13,378
+1,905
| +17% | +$248K | 0.06% | 354 |
|
|
2025
Q4 | $1.77M | Buy |
11,473
+822
| +8% | +$125K | 0.07% | 314 |
|
|
2025
Q3 | $1.82M | Sell |
10,651
-123
| -1% | -$21.1K | 0.07% | 304 |
|
|
2025
Q2 | $1.61M | Sell |
10,774
-1,705
| -14% | -$234K | 0.07% | 308 |
|
|
2025
Q1 | $1.74M | Buy |
12,479
+202
| +2% | +$32.8K | 0.08% | 267 |
|
|
2024
Q4 | $2.12M | Buy |
12,277
+24
| +0.2% | +$4.18K | 0.11% | 205 |
|
|
2024
Q3 | $1.88M | Sell |
12,253
-1,584
| -11% | -$220K | 0.09% | 247 |
|
|
2024
Q2 | $1.71M | Sell |
13,837
-671
| -5% | -$82.6K | 0.08% | 251 |
|
|
2024
Q1 | $1.91M | Buy |
14,508
+151
| +1% | +$18.9K | 0.09% | 242 |
|
|
2023
Q4 | $1.88M | Buy |
14,357
+3,237
| +29% | +$350K | 0.1% | 223 |
|
|
2023
Q3 | $1.19M | Sell |
11,120
-492
| -4% | -$51.2K | 0.07% | 281 |
|
|
2023
Q2 | $1.08M | Buy |
11,612
+28
| +0.2% | +$2.42K | 0.06% | 339 |
|
|
2023
Q1 | $1.02M | Sell |
11,584
-8
| -0.1% | -$707 | 0.08% | 289 |
|
|
2022
Q4 | $860K | Buy |
+11,592
| New | +$1M | 0.06% | 337 |
|
|
2021
Q2 | – | Sell |
-10,234
| Closed | -$904K | – | 842 |
|
|
2021
Q1 | $904K | Sell |
10,234
-509
| -5% | -$35.1K | 0.03% | 441 |
|
|
2020
Q4 | $696K | Buy |
10,743
+83
| +0.8% | +$4.83K | 0.03% | 427 |
|
|
2020
Q3 | $556K | Sell |
10,660
-16,908
| -61% | -$905K | 0.03% | 444 |
|
|
2020
Q2 | $1.56M | Buy |
27,568
+2,531
| +10% | +$133K | 0.09% | 206 |
|
|
2020
Q1 | $1.14M | Buy |
25,037
+13,878
| +124% | +$768K | 0.08% | 235 |
|
|
2019
Q4 | $624K | Sell |
11,159
-154
| -1% | -$7.99K | 0.05% | 382 |
|
|
2019
Q3 | $553K | Buy |
+11,313
| New | +$552K | 0.05% | 388 |
|
|
2019
Q1 | $337K | Buy |
9,644
+1,009
| +12% | +$33.7K | 0.04% | 431 |
|
|
2018
Q4 | $257K | Sell |
8,635
-64
| -0.7% | -$2.12K | 0.04% | 417 |
|
|
2018
Q3 | $331K | Buy |
+8,699
| New | +$314K | 0.05% | 259 |
|
Other funds holding BX
VCM
VPM
